Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
JOSHUA E. PERRY DMD, P.A.
EIN 47-3265239Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
21
7000 SAWGRASS VILLAGE CIR. - PONTE VEDRA BEACH, FL 32082352-494-0262
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 21 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PVFD 401(K) PLAN
401k
Assets$662K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSHUA E. PERRY, DMD, P.A. CASH BALANCE PLAN
CashBalance
Assets$624K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PVFD 401(K) PLAN | 401k | $662K | 11 | 2025 | |
| 002 | JOSHUA E. PERRY, DMD, P.A. CASH BALANCE PLAN | CashBalance | $624K | 10 | 2025 |
Retirement plans